Excel workbooks, CSV files, CRM exports, billing exports, ERP/GL exports, contract tables, ARR/MRR schedules, renewal schedules, and management forecast workbooks are the standard intake formats. Native API integrations are not required for the initial platform workflow.
FAQ
Answers before the data room opens.
Pre-engagement questions financial institutions typically need answered before Monarch AI setup, an NDA, or a source-file intake begins. Wysdome responds to qualified requests within 1 business day.FAQ
Choose a category, then expand only what matters.
The public FAQ is designed for non-confidential qualification. Detailed terms, security review, and file exchange belong in the agreed engagement workflow.7 questions / Platform & Data
The best fit is at least 12 months of customer-level revenue history and enough customer identifiers to map account, product, period, and segment. Smaller datasets can be reviewed, but outputs may be limited and caveated.
AI or LLM-assisted workflows may be used for classification, anomaly flagging, draft question generation, and documentation support only when permitted by the engagement terms. Human review is required before outputs are delivered. Wysdome does not claim AI output is always accurate.
Yes, if source files include transaction currency, reporting currency, exchange-rate logic, and period dates. Wysdome can present local currency and reporting currency views when the client supplies a defensible FX policy.
Wysdome documents missing files, unmapped customers, conflicting totals, and unsupported definitions in the exception log. If source issues prevent useful outputs, the team agrees whether to pause, revise scope, or proceed with caveats.
The client owns final outputs and can use them for the agreed transaction workflow. Sharing rights with buyers, lenders, or advisers should still be stated in the engagement letter.
No. Wysdome is narrower: customer cube and quality-of-revenue analytics. It complements QoE, commercial diligence, legal, tax, accounting, investment banking, and credit review.